Our Services

Financial Planning encompasses Financial, Personal, Family, Social and Health areas. By starting here, you can identify the areas that you need to accomplish your specific goals.

Financial Planning

Encompassing all the important aspects of life

This is your vision, your wealth, your life – we’ll guide, you decide.

With many financial products in the market, choosing the ones that best meet your needs can be complicated. That’s where we can help. We offer professional financial services and advice to help you design a Financial Plan that will help you to meet your current and future goals.

We have developed a different view of Financial Planning that encompasses all the aspects of your life that matter to you. By understanding your goals in these areas, we can best develop a Financial Pathway for you and for your future. This pathway or plan not only tracks your plan month-to-month, but also updates you on where you are at with obtaining your goals in real-time.

A Better Understanding of Our Services

Whether reviewing all our products while creating your Financial Plan or looking for just one service, Atherton Wealth Advisors is available to assist you in meeting your goals.

Financial Planning

If you are looking to create a pathway to your future, Financial Planning is the perfect solution. Here we walk through your goals with you and identify the areas you want to grow to success. By identifying goals within the five key areas of FINANCIAL, PERSONAL, FAMILY, SOCIAL and HEALTH, we are able to create your unique and personalized pathway that can grow with you over time to help achieve the results you want.

Our Individual Services

Financial Planning

Budgeting/ Cash Flow Analysis

Risk Management

Investments & Insurance

Estate Planning

College Planning/ 529s

Rental Property Analysis

Mortgages/ Debt Management

Reverse Mortgages

Investment Planning

Money Market Funds

Certificates of Deposit

Mutual Funds

Institutional Money Management Strategies

Stocks/ Bonds

Lifetime Annuities

Real Estate Securities

Stock Options

Tax Planning

Tax Reduction

Tax Free Income

Tax Deferred Income

Retirement Planning

Retirement Distributions/ RMDs

IRAs/ Roth IRAs

IRA or Pension Rollovers

Self-employed Retirement

Pension & Profit Sharing

SEP-IRAs/ Solo 401(k)

Salary Reduction 401(k)

TSA/TDA 403(b) Plans

Non-qualified Retirement

Charitable Remainder Trusts

Insurance Planning

Life Insurance

Disability Insurance

Long Term Care Insurance

Business Planning

Corporation

Partnership

Sole Proprietorship

Buy/ Sell Strategies

Why we are different.

Continual Improvement

We believe that having the skills, knowledge and expertise is necessary to assist each client with appropriate solutions to help them reach their financial goals and objectives.

Partnership

Beyond just a relationship, partnership means true collaboration and alignment. By partnering with each other and our clients, we create an environment where each member is truly part of our family. We care about your success in the same way we care about our own.

Integrity

Integrity means the ability to earn trust and to be worthy of that trust. Once gained, our personal and professional integrity is what ensures that we hold true and retain that trust indefinitely.

Empower

Empowering clients through confidence; like laughter and joy, we believe confidence is contagious. By instilling confidence, we enhance our clients’ lives. Our process involves getting to know our clients, their families, their hopes, dreams and goals.

What to Know When Choosing a Planner

Understanding the difference between a Certified Financial Planner and a Financial Advisor is just as important as deciding what school your child will attend. Learn why a CFP with an advanced education is important for your financial future.

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